LedgerLedger Docs

Admin

Manage Users

Use this when you need to invite, review, or update team members in Ledger.

Before You Start

You need admin or owner access.

Steps

  1. Go to Settings.
  2. Open Users.
  3. Select the user you want to review or update.
  4. Confirm their role.
  5. Confirm their financial access.
  6. Save changes.

Roles

Common roles are:

  • Owner.
  • Admin.
  • Employee.

Role controls broad account authority. Financial access controls company revenue visibility.

Common Issues

  • If Users is not visible, you probably do not have admin access.
  • Be careful when changing your own access.
  • If an employee cannot see invoices or fees, check financial access as well as role.

Related